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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,536 | $90,617-39.8% | $79,476-31.4% | $135,382-59.7% |
| Participation rate | 57.1% | 76.1%-18.9pp | 73.3%-16.2pp | 82.6%-25.5pp |
| Annual return | -4.24% | 977.57%-981.8pp | 718.21%-722.5pp | 519.77%-524.0pp |
| Employer contribution / active EE | $441 | $3,068-85.6% | $2,800-84.3% | $4,779-90.8% |
| Participant deferral / active EE | $441 | $4,050-89.1% | $3,704-88.1% | $5,609-92.1% |
| Admin fee / account holder | $3,333 | $5,907-43.6% | $5,113-34.8% | $10,829-69.2% |